Welcome

Welcome

We are a long-tenured Morgan Stanley team of highly experienced wealth management professionals who combine our talents to serve a select global clientele of the Firm’s wealthiest individual and family clients. Our professional backgrounds include investment management, private banking, alternative assets, real estate, structured products as well as tax, trust and estate planning. Our team also includes a financial analyst and customer service representatives with extensive experience in portfolio reporting and in trading stocks and bonds as well as complex products. In our 15 years of working together, our team has built a practice focused on working with sophisticated clients to help achieve their investment and wealth management goals.

About PWM

About PWM

Founded in 1977, Private Wealth Management is the division of Morgan Stanley Wealth Management that is dedicated to serving the firm’s most affluent clients, including some of the world’s most accomplished entrepreneurs, executives and stewards of multigenerational wealth. Functioning as an exclusive investment boutique within a global financial firm, we deliver sophisticated solutions that leverage the intellectual capital and insight of Morgan Stanley’s substantial global resources. Drawing on a deep understanding of your financial life, our goal is to help you:

Manage investments with an unwavering focus on your financial strategy and personal goals

Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy

Simplify financial complexity to help you achieve clarity and control

Private Wealth Management Highlights

Approximately 250 teams1 specialized in assisting individuals and families with $20MM+ in investable assets

Over $300 billion in AUM2

Comprising over 20% of the Barron’s Top 100 Financial Advisors list for 20163

Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families

Our Clients

Clients

We work with a select global clientele of highly sophisticated families and individuals, concentrating our resources to deliver high-touch service, customized solutions and institutional access to our entire Firm. Given their multinational orientation, our clients look to us for cross-jurisdictional advice as well as the ability to access global markets and manage currency exposures. They tell us that they value our sound and thoughtful financial advice and the excellent level of personal client service from the team.

Most of our clients have worked with us for many years and many for multiple generations. They include entrepreneurs who have recently sold their businesses and senior executives of public companies who hold concentrated stock positions. Given our institutional connectivity within Morgan Stanley, we also have a number of professional investor clients that include current and former hedge fund and private equity managers, and several prominent family offices. To varying extents, these clients typically require an institutional coverage approach.

Approach

Approach

Discovery Process Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs. Formulation of Tax, Trust and Estate StrategyWorking with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

Integration of Tactical Asset AllocationShort-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.

Implementation of a Customized Wealth StrategyAfter comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.

Ongoing AssessmentIn coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.

Philosophy

Philosophy

Our clients deserve the best that Morgan Stanley has to offer. That begins with the full attention of our team and guided access to the best thinking and capabilities of Morgan Stanley’s global wealth management and investment professionals. It continues with attentive and responsive service delivered by our team’s highly experienced analysts and client service professionals.

Our clients deserve a comprehensive and cohesive plan to address the full spectrum of their wealth management needs. Coming from an investment culture, our first step in delivering on that promise includes global asset allocation, team level investing capabilities and access to our Firm’s leading practices in traditional and non-traditional investment consulting. We complement that core with wealth management experience in financial planning, tax and estate planning, insurance advisory, access to credit services, philanthropy, family advisory and succession guidance.

While we leverage our experience and learning across our clients, each relationship is different in goals, investment objectives, investment tolerance and other circumstances. So, we have no set business model. Instead, our wealth planning, asset allocation, investment strategy implementation and nature of on-going interaction are all tailored to the precise needs of each client.

Location

Location

Meet the Professionals

John H. Goodwin

Managing Director, Private Wealth Advisor

About Me

John Goodwin works closely with the team’s clients to assess their overall wealth needs and objectives and brainstorm potential solutions. From an investment perspective, John focuses on translating our clients’ circumstances into appropriate strategic and tactical global asset allocation positioning. He is also responsible for managing the team’s fixed income and equity portfolios. John was named to Barron’s 2018 list of America’s Top 1,200 Advisors and Forbes 2018 Best-In-State Wealth Advisors, just the most recent of his many financial industry recognitions.

Prior to joining Morgan Stanley, John worked for Deutsche Morgan Grenfell in New York and Citibank Private Bank in New York, Toronto and Zurich. He started his career in financial analysis for Nabisco Brands and strategic planning for Citibank.

John is a 1986 graduate of the New York University Business School, and holds a Bachelor of Science, magna cum laude, in international economics from the Georgetown University School of Foreign Service, received in 1981. He resides in New Canaan, Connecticut, where he chairs the town’s Planning and Zoning Commission. John published his first novel in 2010.

Patrick M. Wall, Jr.

Executive Director, Private Wealth Advisor

About Me

Patrick Wall works closely with some of the country’s most successful hedge fund and private equity fund general partners, focusing on monetizing and diversifying their restricted stock holdings and other broader investment planning issues. Patrick focuses on alternative investments and over-the-counter trades. He was appointed to the inaugural Alternative Investment Advisory Council, and is also a member of the PWM Advisory Council which is comprised of only 15 Private Wealth Advisors across the country. He joined Morgan Stanley in 1997 in the Prime Brokerage Division of the Equity Financing Services Department before moving to Private Wealth Management in 1999.

Prior to joining Morgan Stanley, Patrick worked for six years in Scandinavia where he held sales and management positions for two multinational media organizations. Prior to this, he began his career in 1985 working for Cushman & Wakefield, Inc., where he performed commercial leasing and financing transactions.

Patrick graduated in 1985 from Princeton University, where he remains active in fund raising and recruiting activities. He is fluent in Swedish and resides in Miami with his wife.

Steve Tung

Vice President, Private Wealth Advisor

About Me

Steve Tung’s focus areas include private client origination, corporate services, pre-IPO/M&A planning, opportunistic investments, over-the-counter trades, insurance strategies, and trust and estate planning. Steve has also worked with families and their advisors to create and maintain all aspects of their virtual family offices. Prior to joining Morgan Stanley in 2003, Steve worked with Abbott Laboratories where he covered medical supplies and equipment sales.

Steve earned his MBA from the Tepper School at Carnegie Mellon in 2003 and holds a Bachelor of Science in biochemistry from Virginia Tech. He is a violinist and has performed with the Astoria Symphony Orchestra. Steve is conversational in Mandarin Chinese as well as Spanish, and resides in New York City with his wife and children.

Amaury de Parcevaux

Private Wealth Advisor

About Me

Amaury de Parcevaux focuses on leveraging Morgan Stanley’s global capabilities to provide customized solutions to clients. In addition to his work for Morgan Stanley, Amaury has experience at Merrill Lynch, Citibank, Deutsche Bank, and Commerzbank between New York and Frankfurt. He also managed two start-ups respectively as COO and President, and was CMO for the BNP Paribas Real Estate US Alliance during which time he sat on the Board of Directors of the Association of Foreign Investors in Real Estate (AFIRE.org).

Amaury is trilingual, speaking French, German and English, and has good working knowledge of Spanish. He is a graduate of the European Business School, having studied in Paris, London and Oestrich-Winkel. Amaury received his M.B.A. from the Massachusetts Institute of Technology. He resides in Darien, Connecticut with his wife and two children where he taught catechism for a decade. He is also active in the Boy Scouts of America.

Sascha Hoffman, ChFC®

Assistant Vice President, Group Director

About Me

Sascha Hoffman is responsible for business development, relationship management, and financial planning for our team. Sascha has worked in wealth management for Morgan Stanley since 2007 and joined Private Wealth Management in March 2013. Originally from California, she graduated from California State University Long Beach in June 2007 with a Bachelor of Science in Business Administration and Finance. When she’s not working she enjoys traveling, running marathons, and volunteering her time at various non-profit organizations.

Bella Patel

Registered Client Service Associate

About Me

Bella brings to the team over 30 years of industry experience ranging from operations, recruiting, and building wealth management platforms. Bella has worked with high net worth families and institutions her entire career. While she assists in the team’s administrative efforts, she also works to create a positive and professional environment for our clients and our team. Prior to joining Morgan Stanley Bella contributed as associate editor and penned various health and wellness articles for Sayra the first magazine for Female Financial advisors.

Bella is a certified yoga instructor and teaches yoga as a volunteer to U.S. Veterans.

Robert Yang

Analyst, Private Wealth Management

About Me

Robert Yang focuses on portfolio modeling, market opportunities, technical chart analysis, and client service. Prior to joining the team, Robert focused on fixed income and equity trading with clients ranging from day traders to institutional participants. He also performs charting analysis to identify short-term trading ideas. He graduated from Baruch College with a BS in Computer Information Systems and a minor in English. Robert currently resides in Manhattan and enjoys practicing Muay Thai performing with his improv comedy teams at UCB and Magnet Theater.

Jonathan Iaione

Client Service Associate

About Me

Jonathan joined the team and Morgan Stanley in July 2018 where he is focused on client service. He graduated from New York University (NYU) in May 2018 with a BA in Economics and a minor in Mathematics. Jonathan played on the NYU Varsity Baseball Team where he set numerous school records. He resides in Manhattan and enjoys playing golf and staying involved in baseball.

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The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.

Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.

See the Financial Advisors Biographies for Registration and Licensing information.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.